Can I pull Bills from QuickBooks Online to ApprovalMax?
Can I pull Bills from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling existing Bills from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax.
Besides, you can create your Bills directly in ApprovalMax, run them through predefined approval workflow and then push the approved Bills to QuickBooks Online. This works the same way as the creation of Purchase Orders. For further details, please refer to our article: "How does the "Bill creation and approval" workflow for QuickBooks Online work.
If Bills are Paid in QuickBooks Online and the option Pull from connected Organisation has been turned on for Bills, ApprovalMax will show a Paid stamp on the Bills: and in reports (for Bills with the Paid status):
To pull Purchase Orders/Bills from Xero, you need to ensure the following: The Purchase Order/Bill workflow has been activated and the Pulling from Xero step is set up: How to set up the Pulling from Xero step for Purchase Orders How to set up the ...
ApprovalMax product walk-through: How to set up the connection between Dext and ApprovalMax Watch on YouTube You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and QuickBooks Online?
Xero NetSuite Xero You can configure ApprovalMax to retrieve all Bills in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow. Here's how you can enable the pulling of Bills with this status from Xero: In ...
Currently it works this way: ApprovalMax does not allocate the next Purchase Order/Bill number as QuickBooks Online does this for us to ensure that the numbers don't get duplicated. Please note: this is only the case if the "Custom No" option has ...